![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/0.-Workflow-Regeln-600x484.png\")
<\/p>\nIn this documentation we explain in a step-by-step guide how to send SMS from Zoho CRM via sms77. The setup does not require any programming knowledge and takes only a few minutes.<\/p>\n
The first thing we need to do is create a new workflow rule. A workflow is a sequence of actions after a pre-determined event has been triggered. After logging into Zoho CRM, we navigate to Settings -> Automation -> Workflow Rule<\/i>. By clicking on the blue button labeled Create Rule<\/b>, the screen shown here will open:<\/p>\n
<\/p>\n
Zoho CRM offers a variety of different modules, depending on the license used and\/or assigned user rights. All modules trigger events, after which we can send SMS. In this example, we will limit ourselves to sending when contacts are created. However, sending on other events is very similar. If you are unsure we are there for you anytime via mail<\/a>.<\/p>\n The following modules are available as of today, September the 24th of 2021:<\/p>\n We give the rule a descriptive name. This is mainly for assignment purposes. It is especially helpful when we have several rules.<\/p>\n We describe our rule by entering the actual function of the rule. While this field is not required, it is extremely helpful.<\/p>\n In this example, we describe execution at module creation. However, a workflow can be executed at many other times as well.<\/p>\n This selection refers to a module entry. In our case, to the Create<\/i> event of a Contact<\/i> in the Contacts<\/i> module. The following selections are available:<\/p>\n The following selections are available for this time-based selection:<\/p>\n . Once we have finalized the condition, the workflow looks something like this:<\/p>\n By clicking on the button labeled Instant Actions<\/b>, a submenu opens with the available action types. In our case, we choose Webhook<\/b>. Clicking on it opens the webhook form shown in the following item.<\/p>\n We assign a name to clearly describe our action. In this example, we decide to use SMS Dispatch<\/i>.<\/p>\n We describe our action. This field is optional, but certainly useful.<\/p>\n . .Module<\/h4>\n
\n
Rule name<\/h4>\n
Description<\/h4>\n
![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/1.-Neue-Regel-erstellen-400x271.png\")
<\/p>\nStep 3: Set time for execution of rule<\/h3>\n
On entry option<\/h4>\n
\n
To Date\/Time<\/h4>\n
\n
Score-based<\/h4>\n
\nThe following selections are available for score-based selection:<\/p>\n\n
![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/2.-Worfklow-Schritt-1-600x306.png\")
<\/p>\nStep 4: Activate webhook action<\/h3>\n
![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/3.-Worfklow-Schritt-2-600x281.png\")
<\/p>\n![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/4.-Worfklow-Schritt-3.1-600x306.png\")
<\/p>\nName<\/h4>\n
Description<\/h4>\n
Method<\/h4>\n
\nThis field should have the value POST<\/b>.<\/p>\nURL for notification<\/h4>\n
\nIn this field we enter the server address of sms77. The value must be https:\/\/gateway.sms77.io\/api\/sms<\/i>.<\/p>\nUser defined parameters<\/h4>\n
![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/5.-Worfklow-Schritt-3.2-400x562.png\")
<\/p>\n![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/6.-Worfklow-Schritt-4-600x484.png\")
<\/p>\n![\"\"](\"https:\/\/staging.seven.io\/wp-content\/uploads\/7.-Workflow-Regeln-600x484.png\")
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